Showing jobs 201 to 213 of 213.
Our client is looking for a detail-oriented professional to efficiently manage a range of investment-related transactions, including member switches, share plans, and corporate action events. You'll play a critical role in ensuring accuracy and timeliness in all aspects of these transactions, working closely with fund managers and applying your technical knowledge. Your responsibilities will also include documentation, reconciliation, and proactive communication with stakeholders.
We have a great opportunity to join a fantastic company, more details to follow.
Our client is seeking an individual to join their friendly team, on a temporary basis, although this role could become permanent for the right person! You will administer to a portfolio of client entities to a high professional standard and respond to client queries as they arise. The ideal candidate will have some experience of working within a similar role.
A new and exciting opportunity has arisen for an Assistant Manager to join our client’s team on a temporary basis. In this varied role you will undertake the day-to-day administration of own allocation of clients, either personal, company or trust, supervise work of administrators, regularly review client’s files to ensure all matters are up to date with nothing outstanding, and assist in or undertake additional ad hoc projects as and when required, including estate administration. You will also ensure timely completion of daily correspondence, dealing with tax assessments, preparing and submitting tax appeals, as well as Guernsey and UK tax returns.
We have received an exciting new opportunity for an individual to join our client’s growing team, as a Senior Business Support Administrator. The Senior Business Support Officer will work as part of a small team, taking responsibility for a wide variety of tasks supporting the front office teams with direct responsibility for clearing outstanding actions/diaries arising from client reviews. You may also from time to time support with other business support tasks e.g. the set up and onboarding of a full range of wealth structures , statutory and management information tasks and other specific projects as delegated. You will also ensure that team members deliver on internal and client commitments to agreed deadlines and to a high standard. The suitable candidate will hold a professional STEP/ICSA qualification or equivalent, be able to work independently as well as part of a team and have excellent organisational skills.
Our client is seeking an Administrator, to join their Review and Onboarding team on a temporary full-time basis. You will predominately provide support for the preparation and completion of AML periodic risk reviews and for the onboarding of new business and support the business alongside other projects such as monitoring AML deficiencies as and when required. The successful applicant will have experience within the fiduciary services environment and be able to understand current AML/CFT legislation and challenge current working practices. You will also have at least 5 years’ experience in the financial sector and ideally hold a STEP / ICSA professional qualification. A good working knowledge of local trust and company laws and regulation is essential.
Our client is seeking a Senior Account Manager, Personal / Private Banking to join their team on a 6 month temporary basis. You will provide support to the Fiduciary team in all fiduciary aspects for current client relationships. Duties will include co-ordinating all requests from clients with regard to Trust / Company matters, assisting with day-to-day client activity and maintaining all documents / files as appropriate to each client relationship. The ideal candidate will preferably be STEP or ICSA qualified, have knowledge of fiduciary standards and financial products and services and have excellent organizational skills and comfort in prioritizing competing demands.
Do you have 2+ years’ experience with good knowledge of trust and company law, fiduciary principles and regulatory requirements in appropriate jurisdictions? Are you ready for your next challenge? If so, this 6 month temporary vacancy may interest you! As a Risk Reviewer you will undertake the periodic review process of the trust department. Main responsibilities will include reviewing all client files and management information system, risk rating clients, monitoring client business, codes of practice and ensuring compliance with CAM policies and procedures, Guernsey laws and regulations, as well as reviewing customers CDD. If you have an awareness of industry best practice and developments in other jurisdictions and ideally possess a relevant trust qualification or studying towards one, then get in touch!
Our client is seeking a Senior Trust Officer, to join their friendly team, on a temporary full or part-time basis, for a period of 12 months. Duties will include but are not limited to administering a portfolio of more complex / higher value accounts with a lesser degree of supervision, liaising directly with clients and professional advisers in relation to ‘business as usual’ administration matters including drafting and issuing routine correspondence and e-mails. The successful candidate will hold, or be studying towards a relevant professional qualification e.g. STEP, have a number of years’ experience within the CSP industry along with basic knowledge of tax compliance issues.
Our client is seeking a Senior Trust Officer, to join their friendly team, on a temporary full or part-time basis, for a period of 12 months. Duties will include but are not limited to administering a portfolio of more complex / higher value accounts with a lesser degree of supervision, liaising directly with clients and professional advisers in relation to ‘business as usual’ administration matters including drafting and issuing routine correspondence and e-mails. The successful candidate will hold, or be studying towards a relevant professional qualification e.g. STEP, have a number of years’ experience within the CSP industry along with basic knowledge of tax compliance issues.
Our client is seeking a Senior Trust & Company Administrator to join their busy team, on a temporary full-time basis, for a period of 3 months, which could extend to 6 or 9 months. As a Senior Company & Trust Administrator you will be responsible for all aspects of day to day Trust and Company administration for a portfolio of clients. You will be contacting clients, building and maintaining relationships with key clients, introducers and intermediaries and assist with client requests, preparation of minutes, payment instructions, communications with internal and external bankers. If you have at least 4 years’ experience with strong technical knowledge of fiduciary structures and good time management skills, then get in touch!
Our client is seeking a Senior Admin/Risk Reviewer to join their busy team, on a temporary sharing part-time basis, for a period of 3 months, which could extend to 6 or 9 months. You will undertake administration and risk reviews for a book of business they have recently acquired. The successful candidate will have good administrative and organisational skills and an understanding of company and client administration, including statutory, company secretarial and regulatory matters.
As a temporary Senior Administrator within our client’s Private Client team you will provide professional trust and company administration services to a varied portfolio of clients. The ideal candidate will have a minimum of 5 years’ experience in trust and company administration / financial services environment, and have completed a professional / relevant qualification to diploma level (ICSA / STEP). This is a fantastic opportunity to join a leading employer.
Showing jobs 201 to 213 of 213.
